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Kestra Advisory Services, LLC: DSU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on DSU, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 29,111 DSU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,111 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $282,372.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,190 shares
    Change vs previous 13F +1,111 shares

    <0.01% of the 13F portfolio, value $279,935.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,079 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $285,840.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,162 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $299,085.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,386 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $299,757.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,338 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $295,849.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,265 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $304,131.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,328 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,463.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).